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AudioCodes
AudioCodes (AUDC) investor relations material
AudioCodes Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Fourth quarter 2025 revenue rose 1.7% year-over-year to $62.6 million, with full-year revenue up 1.4% to $245.6 million.
Strong growth in VoiceAI and Live managed services, with VoiceAI revenue up 35% year-over-year to nearly $17 million and ARR from Live managed services and VoiceAI reaching $79 million, up 22%-25%.
Conversational AI and related segments grew over 50% year-over-year in Q4, with Microsoft Teams business up 7% sequentially.
The company is transitioning to an AI-driven hybrid cloud software and services model, with strong client acquisition and product expansion.
Declared a $0.20 per share dividend and repurchased 667,193 shares for $6.1 million in Q4.
Financial highlights
Q4 gross margin was 65.6% (GAAP) and 65.9% (non-GAAP), with operating margin at 6% (GAAP) and 8.6% (non-GAAP).
Q4 net income was $1.9 million (GAAP) and $4.5 million (non-GAAP); full-year net income was $9 million (GAAP) and $18.1 million (non-GAAP).
Q4 non-GAAP EPS was $0.16, down from $0.37 in Q4'24, which included a $0.21 per share tax benefit.
Adjusted EBITDA for 2025 was $24.8 million (10.1% margin); Q4 non-GAAP EBITDA was $6.2–$6.5 million.
Cash and equivalents totaled $75.7 million at year-end; net cash from operations was $29.4 million for 2025.
Outlook and guidance
2026 revenue guidance is $247 million–$255 million, with non-GAAP EPS of $0.60–$0.75.
VoiceAI business expected to grow 40%-50% annually, aiming for $50 million revenue by 2028.
Annual recurring revenue projected to grow 20% in 2026, reaching $92–$98 million.
Management expects continued healthy top-line growth in 2026 and beyond, driven by investments in Live services and Conversational AI.
Tariff-related costs expected to decrease to $2.3 million in 2026.
Explain the 2025 GAAP net income decline.
Cash balance decreased. Capital allocation strategy?
What offsets strong AI/Live services growth to 1.4% rev?
VoiceAI breakeven plan: What's the path?
Connectivity business: How to reach 18% margin?
Cisco Webex partnership: What's the revenue impact?
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Strong financials, higher dividends, and all management proposals approved; all shareholder proposals defeated.
Next AudioCodes earnings date
Q1 20265 May, 2026
AudioCodes
Next AudioCodes earnings date
Q1 20265 May, 2026
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Frequently asked questions
AudioCodes Ltd. is an Israeli-American corporation known for its advanced communication software, products, and services targeted at enterprises and service providers. Established in 1993 by Shabtai Adlersberg and Leon Bialik, the company has carved a niche in the telecommunications industry, especially in the realms of unified communications, Voice over IP (VoIP), and artificial intelligence in communication systems. AudioCodes' product portfolio includes session border controllers (SBCs), multi-service business routers, IP phones, media gateways, and a suite of management and quality monitoring tools. Additionally, the company provides a range of voice applications designed to enhance the digital workplace. The company is headquartered in Airport City, Israel, and its shares are listed on the NASDAQ and Tel Aviv Stock Exchange.
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